See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,255 | $190,805-99.3% | $159,960-99.2% | $134,475-99.1% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $723 | $4,995-85.5% | $4,226-82.9% | $4,740-84.8% |
| Participant deferral / active EE | $925 | $6,923-86.6% | $6,182-85.0% | $6,400-85.5% |
| Admin fee / account holder | $18 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |